Becoming a CPA Financial Planner

4.5 (598)

Shawn McCabe, MBA

CPS investment Advisors

Friday, April 23, 2021 | 02:00 PM EDT

  • CPA Canada
  • CPA
  • CPA/PFS

1 Credit

FREE

Subject Area

Business Management and Organization
Finance

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) of Personal Financial Planning Process for PFSs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

CPAs are the world's most trusted advisors. Clients seek advice from the well outside the realm of tax compliance, accounting and auditing. Given the profession’s long-standing regulatory framework, the Code of Professional Conduct, universally recognized for the qualities of integrity, objectivity, due care and competence and through enforceable guidance in the delivery of high standard of services, CPAs who want to expand their basket of services should look into the financial planning services. 

For the following reasons CPAs should look into providing financial planning services now:

  • The change in client needs and expectations
  • The evolution of technology
  • The increasingly competitive landscape
  • The fears over the drastic change in retirement and investment portfolio values because of the COVID-19 pandemic impact on the financial markets

This webinar dives into the subject with the following Key Topics:

  • Why CPAs should become financial planners
  • The best way for CPAs to become financial planners 
  • Strategies to be the trusted and all-inclusive planner their clients already know they are!

This will be a unique value webinar for the CPAs who are looking to expand their operations and services. 

Learning Objectives

  • To define what a Registered Investment Advisor is and why they’re the best fit for CPAs.
  • To recognize the top 5 reasons CPAs become CPA financial planners.
  • To identify the process for a CPA to become a Registered Investment Advisor.
  • To define a TAMP and identify what to look for in selecting a TAMP.
  • To recognize the most common objections and obstacles preventing a CPA from becoming a financial planner.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

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(
    [no_of_record] => 598
    [average] => 4.4532
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4.5

(598)
54%
38%
7%
1%
0%

KL

Interesting and informative webinar. While my current position does not permit working in this capacity, i have had financial planning advisory exposure in the past, and had taken the Series 65 exam. This is good information to keep on hand should I choose to pursue this line of work in the future.

PP

The confidence of the speaker was remarkable. He had a lot of examples of financial planning techniques. The pace of the webinar was reasonable. I received answers to all my questions. I am really impressed.

NY

Overall an interesting topic and presenter was approachable. I do wish there was more information on to become licensed, real-world examples and pros and cons of taking on the new role.

SW

I though the topic was great and very relative as I was looking into this option a while ago (however have decided to take my career in another direction). thanks

BD

I have considered getting into doing Financial Planning so this course provided great information especially on the different ways to get certified.

PW

Good delivery platform and content is timely and applicable to ongoing development of the profession.